See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,407 | $80,673-36.3% | $101,326-49.3% | $84,808-39.4% |
| Participation rate | 75.0% | 77.8%-2.8pp | 81.5%-6.5pp | 68.3%+6.7pp |
| Annual return | 50.49% | 38.95%+11.5pp | 36.82%+13.7pp | 40.90%+9.6pp |
| Employer contribution / active EE | $2,445 | $2,698-9.4% | $3,665-33.3% | $2,631-7.1% |
| Participant deferral / active EE | $5,634 | $6,840-17.6% | $7,994-29.5% | $4,212+33.8% |
| Admin fee / account holder | $6,715 | $12,784-47.5% | $11,185-40.0% | $7,344-8.6% |